Creative Planning’s Ingram Micro Holding INGM Stock Holding History

Creative Planning’s Portfolio INGM Stock Details INGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Buy	53,328 +11,364	+27%	+$319K	﹤0.01%	2339
2026 Q1	$978K	Buy	41,964 +12,727	+44%	+$277K	﹤0.01%	2486
2025 Q4	$624K	Buy	29,237 +1,711	+6%	+$37.1K	﹤0.01%	2645
2025 Q3	$592K	Sell	27,526 -1,304	-5%	-$26.5K	﹤0.01%	2564
2025 Q2	$601K	Buy	+28,830	New	+$537K	﹤0.01%	2298

Other funds holding INGM

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Creative Planning's INGM Position: Q2 2026 in Review

Creative Planning increased its Ingram Micro Holding (INGM) stake by 27% in Q2 2026, buying an estimated $319K and bringing the position to 53,328 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Creative Planning first reported a position in INGM in Q2 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold INGM as of Q2 2026.

Creative Planning held 53,328 shares of Ingram Micro Holding worth $1.46M as of Q2 2026.
Creative Planning bought 11,364 Ingram Micro Holding shares in Q2 2026, an estimated $319K.
Ingram Micro Holding made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2339 holding.
Creative Planning first reported a position in Ingram Micro Holding in Q2 2025 and has held it in 5 quarters since.
229 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.